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Dec 6, 2012
12/12
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china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is changing, but changing doesn't necessarily mean it's going somewhere negati negative. it's just going to be a different type of opportunity. >> well said as always, josh. but you also probably made the case for the capital gains sale excuse that a lot of people have been throwing out there. >> it's up 40% this year versus an s&p that's up closer to 10%. don't be shocked. everyone owns it. >> tony is right, ecosystem is worth a great deal of money. if you split up the iphone, i-mac, the iphone, it wouldn't be the s
china. i respect samsung but apple still has cache. >> i think the bottom line from the stock perspective and getting away from the company a little bit -- because we all know all of the size of it and how much cash and all of that. just looking at the stock itself, this thing is up 8,000% the last ten years. don't think that anyone should be looking at it as having that opportunity or anything even remotely close to that going forward. so when tony says the story's changing, it is...
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Dec 5, 2012
12/12
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the china ftse. this is a place i think we're goings higher. >> gnat gas up 4%. >> got a beth of a boost. also from companies wanting to get a little more gassy. >> oh. >> well, they are. they want to get some of this natural gas offshore and i still like it. >> grasso? >> i bought mc, i bought ac steel and i bought big steel, leonard x. i've already sold all three. i've clipped my profit. i'm done for now. if the global economy is doing better, they will continue to go higher. >> up 7%, western digital. mike? >> accelerated dividend is one. >> and we've got a pop here for honey boo boo. >> what? >> what do secretary of state hillary clinton, chris christie and honey boo boo have in common? they've all been placed on barbara walters' most fascinating list. honey boo boo has her fair share of critics including adam lee convenient and south parks. she's sweet loving. look at that face. >> so that's not a sign? >> what? >> of the myan prophecy. >> i knew you were going there. >> that's scary. >> all rig
the china ftse. this is a place i think we're goings higher. >> gnat gas up 4%. >> got a beth of a boost. also from companies wanting to get a little more gassy. >> oh. >> well, they are. they want to get some of this natural gas offshore and i still like it. >> grasso? >> i bought mc, i bought ac steel and i bought big steel, leonard x. i've already sold all three. i've clipped my profit. i'm done for now. if the global economy is doing better, they will...
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Dec 14, 2012
12/12
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the new political leadership in china appears to be market friendly. we have avoided having southern europe slip into the mediterranean. and so also given other asset classes equities appear to be relatively attractive. >> let's talk about that, actually. because did you ask the people that you survey what are the best asset classes. and stocks got-- was at the top of the list. let's look at the list here, followed by precious metals, commodities, bonds and cash at the bottom of the list. tell us a little bit pore about those rankings from investment managers? >> sure. and these are charter financial analysts that we survey, our members. they spend their time in the markets investing. and compared to last year, there is more pessimism about the prospect it's for bonds, for fixed income given the very low nominal level of yields. and also for cash where basically you can't get any return. so equities were the clear favorite with over 50% of our respondents saying that they would be the best asset class. >> there is still some pessimism about europe, pri
the new political leadership in china appears to be market friendly. we have avoided having southern europe slip into the mediterranean. and so also given other asset classes equities appear to be relatively attractive. >> let's talk about that, actually. because did you ask the people that you survey what are the best asset classes. and stocks got-- was at the top of the list. let's look at the list here, followed by precious metals, commodities, bonds and cash at the bottom of the list....
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Dec 7, 2012
12/12
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it's not going to china because they're becoming uncompetitive. >> exactly. i think a lot of companies are recognizing that the attraction is to do jobs here because it will be able to minimize their risk. there's a lot of concentration overseas particularly in india which historically has been the epicenter of all the i.t. jobs that have gone offshore. >> how much do you think this is going to start creating jobs back here in america. we see companies all the time onshoring as opposed to outsourcing. >> well, more and more and more they're bringing jobs back here. they are aware, if they're able to quantify all the hidden costs, all the indirect costs and they're able to see that it's actually more competitive to have people work here in the united states and in terms of cost, when you analyze all that, you really will see that it's actually about the same or even slightly cheaper to do it here now. >> isn't that kind of -- it's good that we're creating jobs, but isn't that kind of sad in the united states we're saying it is cheaper to do business all-in thi
it's not going to china because they're becoming uncompetitive. >> exactly. i think a lot of companies are recognizing that the attraction is to do jobs here because it will be able to minimize their risk. there's a lot of concentration overseas particularly in india which historically has been the epicenter of all the i.t. jobs that have gone offshore. >> how much do you think this is going to start creating jobs back here in america. we see companies all the time onshoring as...
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Dec 10, 2012
12/12
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china numbers tomorrow. then germany. maybe nothing there. i think everybody wants to fast forward to tuesday. they want to see what happens after operation twist expires. they want to see what bernanke said at 2:00. that's what we're looking at. >> we're always waiting around for something to happen. and if you wait around and climb this wall of worry, right, don't you sometimes miss out? >> i think you're right. and i think that we do expect something here this wednesday. and if we don't get that $45 billion a month program that actually creates money supply, i think you might see a little selloff. but i think it's priced in at this point. so i think we do have a big question mark here. but it may be answered this week. i think that's what traders are focused on. it's a big last three days after a quiet two days this week. >> i want to ask rick about that in a moment. you're in the camp that any deal of the fiscal cliff will be positive for the market at this point. right? >> any type of rhetoric coming out of washington, d.c. has put a bid
china numbers tomorrow. then germany. maybe nothing there. i think everybody wants to fast forward to tuesday. they want to see what happens after operation twist expires. they want to see what bernanke said at 2:00. that's what we're looking at. >> we're always waiting around for something to happen. and if you wait around and climb this wall of worry, right, don't you sometimes miss out? >> i think you're right. and i think that we do expect something here this wednesday. and if...
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Dec 17, 2012
12/12
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we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal cliffwise and we actually start tackling some of these long-term issues, you know diffident taxes are heading up. what -- is the market spring loaded so that if we get what we want it will be a really solid advance that we get? >> solid, look, joe, and in a muddle through economy solid is only a mid teen number. we're not going to get 30% gain. >> put the two years together we could have 30, if we get some of the things -- >> we had three straight years at 30. >> that was a different world. earnings were higher. they're flagging a bit now. >> if everybod
we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal...
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Dec 6, 2012
12/12
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>> well, he didn't speak to motive but i am guessing, tyler, given all the talk about china, given all the china problems they've had, working conditions, salaries, his forced trip over there, i'm guessing they think this would and good idea. they talk a lot about skilled labor over here and not educating the kinds of workers they need. but it's just one of the points he kind of scatters through this first real interview which was months upon months in the making, as i need not tell you. >> yes, indeed. sometimes dealing with apple, it takes a long, long time to get through. but once you do, they're very forthcoming. brian, did he speak at all to -- i don't want to use the word burden but in some ways it is a burden. they don't produce a lot of products every year but they do produce products that they consider revolutionary, that changes for the greater good the american society and the way business is done. that's a pretty heavy burden and mantel to carry for a company and for a ceo. >> it is. americans all around the world, when people get a little harsh on what happened to the amer
>> well, he didn't speak to motive but i am guessing, tyler, given all the talk about china, given all the china problems they've had, working conditions, salaries, his forced trip over there, i'm guessing they think this would and good idea. they talk a lot about skilled labor over here and not educating the kinds of workers they need. but it's just one of the points he kind of scatters through this first real interview which was months upon months in the making, as i need not tell you....
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what happens in price control is almost invariably distortion of the allocation of resources china has got big problems in its system of credit the government controls and commands that fix interest rates allocates credit especially to state owned enterprises hence the empty shopping malls indeed empty cities now it's not so very different from what we have in this country where the federal reserve is muscling around the yield curve and sitting on the funds rate and raising up asset prices in the name of some set of goals that it's thinks are desirable it is heavily in the business of price control and indeed heavily into the business of central planning gradually and by the agree we have come to have all too much in common with what we call red china and there you go we'll have to leave it there i really appreciate you being here today jim grant always a pleasure on the day lauren pleasure thank you so much. all right let's wrap up with viewer feedback because it's friday and we have had some hotly debated interviews this week and we've received so much feedback so we have some good o
what happens in price control is almost invariably distortion of the allocation of resources china has got big problems in its system of credit the government controls and commands that fix interest rates allocates credit especially to state owned enterprises hence the empty shopping malls indeed empty cities now it's not so very different from what we have in this country where the federal reserve is muscling around the yield curve and sitting on the funds rate and raising up asset prices in...
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starbucks has thousands of stars in the americans, but it's also investing in china. how china is quickly becoming the company's fastest growing market, and why star buck has agreed to pay more tacks in the united kingdom. nded back in 189, they've been committed to putting clients first. helping generations through tough times. good times. never taking a bailout. there when you need them. helping millions of americans over the centuries. the strength of a global financial leader. the heart of a one-to-one relationship. together for your future. ♪ >>> responding to a public outcry from across the pond. starbucks executives says the coffee company will pay more taxes in the company starting next year. the payments will amount to about $16 million u.s. starbucks along with google and amazon have been using legal loopholes to minimize their corporate taxes in britain. execs of all three companies recently got a public -- >> despite the fact that starbucks, how much money it makes. it's kind of like a drop in the bucket. >> well, yeah. yesterday we pointed out that betw
starbucks has thousands of stars in the americans, but it's also investing in china. how china is quickly becoming the company's fastest growing market, and why star buck has agreed to pay more tacks in the united kingdom. nded back in 189, they've been committed to putting clients first. helping generations through tough times. good times. never taking a bailout. there when you need them. helping millions of americans over the centuries. the strength of a global financial leader. the heart of...
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188
Dec 30, 2012
12/12
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FBC
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lot of good public health things beg done and the rest of the world that is dominateing, india and china, but in the 60's they ssed the market economies are good and they grow their economies and they are catching up. todaen we land, 2010, tse are the countries that borro money theichest when they have their problems. >> in my mind this raises two questions, or two amazing results from this. there have been thousands of years of human history and everyone was stuck on the lower left for thousands of years, it has been 200 years that you have all of this activity and how comeome countries are still stuck? >> it is easy to understand. the best message today is that most of thefrican countries are now in fast economic growth. they have correctedthe wrong market ideas they had 20 years ago, and they have a much better education than, -- and tanzania is similar to thailand in 1972 and soon we will see african countries doing good. >> this is wonderful. our problems are solved w know wh works and we will be rich. >>guest: no, we ha this problem with t billion human beings in poverty. i did mos
lot of good public health things beg done and the rest of the world that is dominateing, india and china, but in the 60's they ssed the market economies are good and they grow their economies and they are catching up. todaen we land, 2010, tse are the countries that borro money theichest when they have their problems. >> in my mind this raises two questions, or two amazing results from this. there have been thousands of years of human history and everyone was stuck on the lower left for...
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Dec 15, 2012
12/12
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CNBC
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the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic, people, but i'll give you my story. my charitable trust owned it for a long time. one of our longest held positions. we did some selling about 90 points ago. why? because the stock had gone up so much that we had become the apple fund. so we took some profits. i confess to also being worried that the company lacks any new omg products and that could dim the company's long-term prospects. but we're holding on to the rest of our position in the trust because i think apple's a good investment that's inexpensive, even after the analyst numbers we got today. can't tra
the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic,...
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Dec 4, 2012
12/12
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china is okay. a lot of talk some institutional people might begin selling at this point because certainly retail investors in the u.s. are definitely buying the gold through the gld right now. the fiscal cliff very quickly here because the general consensus outlines of a deal out there. i know it doesn't sound that way. they're far apart. blah-blah. here is the idea. elements are emerging, folks, higher tax rates. nobody down here doesn't think there isn't going to be. if it's not 39% for the top 2%, it'll be 38%. some kind of compromise in the a area. the bad news and i've said this several times, the era of american austerity is beginning now and everybody is starting to realize that. the question is what's it going to look like? the good news is it's likely to be a gentle austerity, if i can say that, in 2013 and probably 2014 depending on the spending cuts. and there will be some cushion. the fed likely will continue its q/e program. they'll likely continue that during their meeting on december
china is okay. a lot of talk some institutional people might begin selling at this point because certainly retail investors in the u.s. are definitely buying the gold through the gld right now. the fiscal cliff very quickly here because the general consensus outlines of a deal out there. i know it doesn't sound that way. they're far apart. blah-blah. here is the idea. elements are emerging, folks, higher tax rates. nobody down here doesn't think there isn't going to be. if it's not 39% for the...
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197
Dec 14, 2012
12/12
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CNBC
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people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big brand names. what a big week next week. friday we get results from walgreen's. i feel badly for wag. we just heard from cvs yesterday which boosted its numbers. that's a tough comparison to go against. i don't know how walgreen's can keep up. i will say this, though, the drug stores have been in secular share take mode from other stores, which is one reason why cvs was able to deliver such a strong number p. and i think walgreen's will show better numbers now that it's put its express scripts tiff behind it. moving over to cvs. that was really he helpful for c slchlt s. the gigantic p
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big...
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it doesn't come from china the government doesn't have it all on this idea that dollars come from china they don't write and because naturally we can print our own money that's true but i think that that's an important distinction that i would like to see made which is the distinction between the thing and the value of the thing or the things of value so the dollar is the thing but the dollar has value the dollar doesn't get its value from its from from from from itself it's a currency it gets its value from people's willingness to use it in transactions so you've got people that are willing to lend china is willing to lend the united states were able to borrow from china that is natural value that that currency gets because they're willing to the chinese voluntarily give it value they're willing to hold it there's taxation which is the other side of value coin which is forced value were forcing value into the currency as the sovereign you're saying you must pay me in this currency and therefore i still value in that thing so i think that's an important distinction to make and i think f
it doesn't come from china the government doesn't have it all on this idea that dollars come from china they don't write and because naturally we can print our own money that's true but i think that that's an important distinction that i would like to see made which is the distinction between the thing and the value of the thing or the things of value so the dollar is the thing but the dollar has value the dollar doesn't get its value from its from from from from itself it's a currency it gets...
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china's china example she said well china those really resemble anything i think any amount here would support you know you don't want empty buildings but yes that's where the rubber meets the pavement and that has been in your view ideology and what happens in reality one hundred percent because the thing with china is what's their goal their goal is g.d.p. growth and jobs growth is if your goal is growth and jobs then you're not focused on. profitable investment you're not focused on making sure that your investment for ten thirty whatever period of time it is. turns a profit so what happens you naturally have malinvestment and you always do the real economy but the point is in china as an example if the state is the right investments getting all those growth people get jobs that build things then you have massive row investor you do have empty buildings and that to me is a problem is not adequately addressed that there seems to be this desire to live in this theoretical world where things would work if the only way they could write their own reality we often see so so different and
china's china example she said well china those really resemble anything i think any amount here would support you know you don't want empty buildings but yes that's where the rubber meets the pavement and that has been in your view ideology and what happens in reality one hundred percent because the thing with china is what's their goal their goal is g.d.p. growth and jobs growth is if your goal is growth and jobs then you're not focused on. profitable investment you're not focused on making...
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Dec 11, 2012
12/12
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a piece that relates to technology companies, a lot of people say how are we going to compete with china with 1.3 billion people? the answer is we can have the entire world at our disposal by creating conditions that the best people in the wormed can come to the united states and study. >> and stay and start businesses. >> two, then we have to focus on faction, particularly the corporate tax reform, to get a system which is simpler and promotes efficiency and makes it easier for businesses to compete if the world. third, then we have to -- that will create -- that will be enormous. third, then there is a infrastructure investment that needs to be made. this is very important because in the context of the kiped of budget deal we'll get where we'll spend less going forward as businesses, we have to think about what our values are with respect to what we'll spend money on. the most important things we can spend money on is infrastructure to again create -- make investments in the future rather than just short-term spending. and then twin that with important support for research, basic resea
a piece that relates to technology companies, a lot of people say how are we going to compete with china with 1.3 billion people? the answer is we can have the entire world at our disposal by creating conditions that the best people in the wormed can come to the united states and study. >> and stay and start businesses. >> two, then we have to focus on faction, particularly the corporate tax reform, to get a system which is simpler and promotes efficiency and makes it easier for...
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Dec 13, 2012
12/12
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FBC
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>> by the way, on that china point, wind energy relies on precious metals, rare either metals and china is the chief production of that. some analysts say we'll be more reliant as we go more and more wind power, more reliant on the chinese mining industry to get rare earth metals that we need, rare earth metals. sandra: what are we doing here? the taxpayers have got to question this. this is their hard-earned dollars at work. the vetting process by the obama administration has not been all that great when investing in these companies. >> no. we've seen 80% of companies had ties with democratic donors with obama, connections, cronyism. wind produces 2.3% of the electricity. 1.3% of the global electricity. this is something that is, this was the, energy of the future back in the 1970s, 35 years ago. and it hasn't produced. every year they extend, not every year but extend the production tax credits for the wind power and the bottom line is, the wind power, always say prosperity is just around the corner. self-reliance is just around the corner. it doesn't happen. whoo we're seeing more an
>> by the way, on that china point, wind energy relies on precious metals, rare either metals and china is the chief production of that. some analysts say we'll be more reliant as we go more and more wind power, more reliant on the chinese mining industry to get rare earth metals that we need, rare earth metals. sandra: what are we doing here? the taxpayers have got to question this. this is their hard-earned dollars at work. the vetting process by the obama administration has not been...
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131
Dec 28, 2012
12/12
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FBC
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eye 131
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got my mba from the university of miami and many peopl from all ports of the world, india, europe, china, who wanted to stay here after they graduated and work on their companies, create new start-ups, but they were unable to do so because after you graduate you get a job with an existing company or you leave and for many them that was not a good option and they left and took their ideas and companies with them. >> so th get their fancy education here and go back to indian or somewhere else. >>guest: w would like to stem the tide and keep them closer, and bring them back to the united states so they can create new job and new companies. >> if they worked for a company they could have stayed? >>guest: if you get sponsored by a large corporation you can get the prop visas to work in the country but you cannot self sponsor and you cannot be here and create your own start-ups without going through some pret significant legal work. >> to build this big ship where people live cost as lot of money and peop are actually giving you money fo this? >>guest: theface book funder and creator of pay pa
got my mba from the university of miami and many peopl from all ports of the world, india, europe, china, who wanted to stay here after they graduated and work on their companies, create new start-ups, but they were unable to do so because after you graduate you get a job with an existing company or you leave and for many them that was not a good option and they left and took their ideas and companies with them. >> so th get their fancy education here and go back to indian or somewhere...
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70
Dec 28, 2012
12/12
by
FBC
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eye 70
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lot of good public health things being done and the rest of the world that is dominateing india and china, but in the 60's they missed. the market economies are good and they grow their economies and they are catching up. today when we land, 2010, these are the countries that borrow money to the richest when they have their problems. >> in my mind this raises two questions, or two amazing results from this. there have been thousands of years of human history and everyone was stuck on the lower left for thousands of years, it has been 200 years that you have all of this activity and how come some countries are still stuck? >> it is easy to understand. the best message today is that most of the african cntries are now in fast economic growth. they have corrected the wrong market ideas they had 20 years ago, and they have a much better education than, -- and tanzania is similar to thailand in 1972 and soon we will see african countries doing good. this is wonderful. our problems are solved w know what works and we will be rich. >>guest: no, we have this problem with two billion human beings
lot of good public health things being done and the rest of the world that is dominateing india and china, but in the 60's they missed. the market economies are good and they grow their economies and they are catching up. today when we land, 2010, these are the countries that borrow money to the richest when they have their problems. >> in my mind this raises two questions, or two amazing results from this. there have been thousands of years of human history and everyone was stuck on the...
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Dec 10, 2012
12/12
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CSPAN
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people say, how do we compete with china? we can have the entire world at our disposal and start businesses. then we have to focus on tax and the corporate tax reform to get a system that is simpler and makes it easier for businesses to compete in the world. that will be enormous. there is an infrastructure investment that needs to be made. this is important with the budget deal going forward. we have to think about what our values are. we can spend money on infrastructure to make investments in the future rather than having short-term spending. support for basic research and for higher education, as drew talked about. tell us what is and we can plan around it with respect to health care costs and energy costs. then it businesses can create a renaissance of american competitiveness. >> i think that is a brilliant agenda. i don't think that has changed. let's assume we go through the fiscal cliff. immigration, investments. you are not going to do a dream act. it.had a chance to do w george bush, john mccain. maybe the republic
people say, how do we compete with china? we can have the entire world at our disposal and start businesses. then we have to focus on tax and the corporate tax reform to get a system that is simpler and makes it easier for businesses to compete in the world. that will be enormous. there is an infrastructure investment that needs to be made. this is important with the budget deal going forward. we have to think about what our values are. we can spend money on infrastructure to make investments...
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Dec 14, 2012
12/12
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CNBC
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the china news is good. i like a and r. i like the cole names. the one beaten down has the most up side. >> simon. >> in video the table chip. >>> j.j. >> in the financial sector it's like a boxer that gets beat up day after day after day, it never goes down. with that being said, goldman sachs is a financial stock. >> what do you make of this argument that santolli was making, pete. you can get a sell on the news event if you get a deal on the fiscal krif. it's counter intuitive. >> if that were to happen, i agree with josh. i don't know that i see that in front of us. if that were to happen, i think that present a great opportunity. i look at the financials. goldman sachs, i look at all the financials. jpmorgan, goldman sachs, i like them. >> i totally get what mike's saying. it's an interesting thing to consider. it's definitely possible of course. my inclination would be a 1,000 point dow rally. there's so much pent up fear and skepticism. with that out of the way in addition to what the feds told us, which is low rates until we're dead, i ca
the china news is good. i like a and r. i like the cole names. the one beaten down has the most up side. >> simon. >> in video the table chip. >>> j.j. >> in the financial sector it's like a boxer that gets beat up day after day after day, it never goes down. with that being said, goldman sachs is a financial stock. >> what do you make of this argument that santolli was making, pete. you can get a sell on the news event if you get a deal on the fiscal krif. it's...
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Dec 26, 2012
12/12
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WBAL
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china. you want to be in them when the great wall's crumbling. i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc, and coach which has been expanding agrefsly in china. imagine kfc. similarly a steel company without paying attention to what the chinese are dumping on our markets slyke taking your financial life in your own hands. how are we finding out? companies as diverse as corning, ppg all march to the beat of the asian drummer these days. you're not going see it in the release. it's all in the pestering frt analysts. pretty simple. listen to the call and don't hang up until you've read the questioners. read the transcript. one piece of the earnings puzing which is incredible, this is the earnings season that you have to weather something that i've never talked about before. and we've got to do this before we're done for the night. one that's become obvious to anyone who watches this show regularly. can't believe i have to do this but i'm going to say it. you have to know the chart of the stock head
china. you want to be in them when the great wall's crumbling. i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc, and coach which has been expanding agrefsly in china. imagine kfc. similarly a steel company without paying attention to what the chinese are dumping on our markets slyke taking your financial life in your own hands. how are we finding out? companies as diverse as corning, ppg all march to the beat of the asian drummer these days. you're...
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151
Jan 1, 2013
01/13
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CSPAN
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we're helping china explore. -- china is now exploring. we're helping china explore. it think i will cycle down to the topic of renewable. renewables are critically important. everything you hear me say fit into an all of the above energy strategy. our prediction if things go very well is that renewables could supply 30% of the world's energy plan by the middle of this century. that of the growth we have not seen anywhere in the world before now. i will stop there. >> a quick follow up on that. it sounds like a small summit. it is a low growth rate. which rain nobles in particular do you see having that sort of potential? >> double energy demand in world. they supply 30's are of it from renewables. it takes everything. yet here is part of that. there are some breakthroughs coming through. -- wind is part of that. there are some breakthroughs coming through. all of these are important. they all need additional technology applied to them. it is always interesting to see what we as a company do. our focus when it comes to the idea of why we would push renewables our focu
we're helping china explore. -- china is now exploring. we're helping china explore. it think i will cycle down to the topic of renewable. renewables are critically important. everything you hear me say fit into an all of the above energy strategy. our prediction if things go very well is that renewables could supply 30% of the world's energy plan by the middle of this century. that of the growth we have not seen anywhere in the world before now. i will stop there. >> a quick follow up on...
SFGTV2: San Francisco Government Television
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Dec 19, 2012
12/12
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SFGTV2
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i have met with what i think will be the next president of china. we have delegations from china to come here. we're sending delegations there. this is not just business as usual. we're getting detailed committees and proposals, a couple of the key states. we want good coming this way. we want good going out way. -- goods coming this way and we want goods going out that way. >> are you doing anything like that? >> we have been working on the north-south access. we have a biannual that denver works on that brings people together for cultural, business, intellectual exchange and focuses on mexico and chile and brazil. one of the great things we're missing right now, it is part of the root of this mess about it -- immigration. our partners are right there. those old movies where people -- there was the girl next door, and the hero tries to fall in love with some likely candidates. she turns out to be loyal and ticks down her hair and -- takes down her hair and glasses. that is mexico. brazil and you'll get all those countries, we have to go look at chi
i have met with what i think will be the next president of china. we have delegations from china to come here. we're sending delegations there. this is not just business as usual. we're getting detailed committees and proposals, a couple of the key states. we want good coming this way. we want good going out way. -- goods coming this way and we want goods going out that way. >> are you doing anything like that? >> we have been working on the north-south access. we have a biannual...
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states refusing to sign on the other side russia and china some other states happily signing that that agreement is it could it be called an internet cold war starting definitely not and i could hardly grieve that it was a kind of a failure because we have like eighty nine countries already who openly schol dear editor and openly agreed to sign the new document. even though the they're just eighty nine countries many remaining countries they are still in the process of signing ok let's just zoom in on the russia itself for a second. russia was one of those pushing at this summit for more regulation of of what was to was called a national segment of the internet first of all could you just help me i find that an odd concept of the national segment of the internet how do you define a national psyche in something that everyone really thinks of as as without boundaries as a as a global phenomenon you know my personal edited to add to what happened in the way and to it exactly to the coverage must media. it seems to me that musk media definitely overreacted on what was actually written in t
states refusing to sign on the other side russia and china some other states happily signing that that agreement is it could it be called an internet cold war starting definitely not and i could hardly grieve that it was a kind of a failure because we have like eighty nine countries already who openly schol dear editor and openly agreed to sign the new document. even though the they're just eighty nine countries many remaining countries they are still in the process of signing ok let's just...
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185
Dec 1, 2012
12/12
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CURRENT
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in china. all of this was designed using our software. >> so it's architects, the engineers and creative folks in all of these companies. how broad international you've got a portfolio that spans i would imagine not just united states companies. >> as a matter of fact 75% of our business is outside of the united states. if you want to understand it, mostly our revenue and our business is where the gdp is. where there is economic activity, where people are building designing and manufacturing things that's where we are. >> you're also in another area of the economy that is getting a lot of attention manufacturing particularly 3-d printing. we have a number of things that you brought in and people are wondering what the heck is sitting on the table. one of them is a speaker that you printed. it sounds so extraordinary. you had this printed out software, that allowed you to send a file to a printer machine like we would print out a document, instead printed this out. >> absolutely true. people hav
in china. all of this was designed using our software. >> so it's architects, the engineers and creative folks in all of these companies. how broad international you've got a portfolio that spans i would imagine not just united states companies. >> as a matter of fact 75% of our business is outside of the united states. if you want to understand it, mostly our revenue and our business is where the gdp is. where there is economic activity, where people are building designing and...
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Dec 3, 2012
12/12
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CNBC
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i agree it is a negative but you have to weigh it in the drop in unemployment, the revival in china, the four-year high in confidence, the rise in home prices and housing activity. a lot of other positives will help keep consumers, businesses and other things strong even in the face of modest tightening. >> which sectors are at risk? even if there is an agreement. you say there are certain sectors at risk even with an agreement. >> the areas at risk are more the risk-on strategies, the aggressive strategies. for instance technology could come under pressure. some of the areas which have been hit more recently such as high dividend stocks, dividend utilities are likely to benefit. i don't think the taxes will increase much on them after all. you have some areas which will get affected. i would say don't be aggressive. don't look for economic growth to pick up. be on the defensive side and you will be amply toward it. >> which is why people are sitting on their money right now. you are saying the fed is still there. you have the aftereffects of superstorm sandy, accommodative policy by
i agree it is a negative but you have to weigh it in the drop in unemployment, the revival in china, the four-year high in confidence, the rise in home prices and housing activity. a lot of other positives will help keep consumers, businesses and other things strong even in the face of modest tightening. >> which sectors are at risk? even if there is an agreement. you say there are certain sectors at risk even with an agreement. >> the areas at risk are more the risk-on strategies,...
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180
Dec 10, 2012
12/12
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CNBC
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retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad money" will be right back. >>> tonight, two companies with break through products that are leading the charge. cramer is talking to the ceos of immunojet and seattle genetics, just ahead. and later, reenergized in pipelines, they're america's energy toll road and they can provide investors with a secure source of dividends, but his investment in north dakota's oil rich back and shale continues, cramer's looking for companies that are looking to expand. all coming up on "mad money." well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that
retail stocks and your exposure in china such as tiffany. >> i'm not a fan of tiffany. that stock has been a very, very difficult stock. i do think that you want to look at pch because of the warm weather in america, but on calvin klein, that's the one i think you ought to look at. got to come in, warm weather is going to cause everybody to have jitters. i wish we could forget about politics. until we get a deal, it's bad news for themarket. even for cheap stock like apple. "mad...
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83
Dec 7, 2012
12/12
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CNBC
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brands got annihilated based on some bad news out of china. it seems it
brands got annihilated based on some bad news out of china. it seems it